AG
ETP

Advisor Group’s Energy Transfer Partners, L.P. ETP Stock Holding History

Advisor Group’s Portfolio ETP Stock Details ETP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-219,407
Closed -$4.88M – 5426
2018
Q3 		$4.88M Buy
219,407
+29,939
+16% +$650K 0.05% 331
2018
Q2 		$3.61M Sell
189,468
-12,930
-6% -$238K 0.05% 333
2018
Q1 		$3.28M Buy
202,398
+4,574
+2% +$85K 0.05% 370
2017
Q4 		$3.54M Buy
197,824
+9,792
+5% +$169K 0.05% 354
2017
Q3 		$3.44M Buy
188,032
+24,403
+15% +$474K 0.05% 331
2017
Q2 		$3.34M Buy
163,629
+158,469
+3,071% +$3.53M 0.06% 320
2017
Q1 		$125K Buy
5,160
+2,343
+83% +$58.5K ﹤0.01% 2017
2016
Q4 		$68K Sell
2,817
-29
-1% -$733 ﹤0.01% 2364
2016
Q3 		$81K Buy
2,846
+637
+29% +$18.5K ﹤0.01% 2152
2016
Q2 		$62K Buy
+2,209
New +$60.9K ﹤0.01% 2263

Other funds holding ETP

WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $153M AUM 34.88% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Advisor Group's ETP Position: Q4 2018 in Review

Advisor Group sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 219,407 shares — an estimated $4.88M sold.

Advisor Group first reported a position in ETP in Q2 2016 and held it in 10 quarters. The position peaked at $4.88M in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Advisor Group reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Advisor Group sold 219,407 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $4.88M.
  • Advisor Group first reported a position in Energy Transfer Partners, L.P. in Q2 2016 and held it in 10 quarters.
  • Advisor Group's Energy Transfer Partners, L.P. position peaked at $4.88M in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Advisor Group's 13F filing for Q4 2018, filed 11 Feb 2019.